SPDR Dow Jones Industrial Average ETF Trust
DIA- Exchange
- NYSE
- SEC CIK
- 0001041130
No open-market purchases or sales by SPDR Dow Jones Industrial Average ETF Trust insiders were filed in the last 90 days; 1,457 institutions reported holding it in 13F filings for Q2 2026, worth $16.1B in total; no superinvestor holds it.
13F holders, Q1 2024
Institutional positions in SPDR Dow Jones Industrial Average ETF Trust as of Mar 31, 2024. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 1,151
- +28 vs. Q4 2023
- Shares held
- 31.3M
- −938.0K (−2.9%) vs. Q4 2023
- Total value
- $12.3B
- +$458.1M (+3.9%) vs. Q4 2023
- New holders
- 106
- 358 more added
- Sold out
- 78
- 374 more reduced
16 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting DIA on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1,457 | $16.1B |
| Q1 2026 | 1,373 | $16.3B |
| Q4 2025 | 1,393 | $18.8B |
| Q3 2025 | 1,289 | $15.0B |
| Q2 2025 | 1,280 | $14.2B |
| Q1 2025 | 1,257 | $14.2B |
| Q4 2024 | 1,298 | $15.2B |
| Q3 2024 | 1,189 | $12.9B |
| Q2 2024 | 1,140 | $11.0B |
| Q1 2024 | 1,151 | $12.3B |
| Q4 2023 | 1,139 | $11.9B |
| Q3 2023 | 1,025 | $8.56B |
| Q2 2023 | 1,033 | $9.86B |
| Q1 2023 | 1,000 | $8.79B |
| Q4 2022 | 1,022 | $9.61B |
| Q3 2022 | 935 | $8.17B |
| Q2 2022 | 953 | $8.54B |
| Q1 2022 | 989 | $10.5B |
| Q4 2021 | 962 | $9.71B |
| Q3 2021 | 893 | $9.14B |
| Q2 2021 | 894 | $10.5B |
| Q1 2021 | 885 | $9.86B |
Institutions, Q1 2024
Shares, value and share of portfolio for each institution holding SPDR Dow Jones Industrial Average ETF Trust; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bell Investment Advisors, Inc | 221 | $87.7K | 0.02% | −13−5.6% | Reduced |
| Anchor Investment Management, LLC | 233 | $92.7K | 0.01% | −77−24.8% | Reduced |
| Pacific Capital Wealth Advisors, Inc | 235 | $93.5K | 0.02% | +235 | New |
| Davis Capital Management | 246 | $97.3K | 0.09% | +153+164.5% | Added |
| Pinnacle Bancorp, Inc. | 250 | $99.4K | 0.03% | 00.0% | Unchanged |
| Westend Capital Management, LLC | 250 | $99.4K | 0.04% | +250 | New |
| Glen Eagle Advisors, LLC | 250 | $99.5K | 0.02% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 251 | $100.0K | 0.01% | −4−1.6% | Reduced |
| IAG Wealth Partners, LLC | 260 | $103.4K | 0.02% | +260 | New |
| Westside Investment Management, Inc. | 265 | $105.2K | 0.03% | +130+96.3% | Added |
| Christopher J. Hasenberg, Inc | 268 | $106.6K | 0.05% | −12,726−97.9% | Reduced |
| GeoWealth Management, LLC | 269 | $107.0K | 0.00% | −523−66.0% | Reduced |
| Union Savings Bank | 270 | $107.4K | 0.06% | 00.0% | Unchanged |
| Aspect Partners, LLC | 270 | $107.5K | 0.08% | +1+0.4% | Added |
| Tucker Asset Management LLC | 272 | $108.2K | 0.02% | +101+59.1% | Added |
| Brown Brothers Harriman & Co | 285 | $113.4K | 0.00% | +70+32.6% | Added |
| Abound Wealth Management | 292 | $116.0K | 0.04% | −19−6.1% | Reduced |
| Financial Management Professionals, Inc. | 300 | $119.0K | 0.02% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 300 | $119.3K | 0.06% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 302 | $120.1K | 0.01% | 00.0% | Unchanged |
| Silver Oak Securities, Inc | 319 | $126.9K | 0.02% | −941−74.7% | Reduced |
| Plante Moran Financial Advisors, LLC | 322 | $128.1K | 0.01% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 327 | $130.0K | 0.04% | +1+0.3% | Added |
| Edmond de Rothschild Holding S.A. | 327 | $130.1K | 0.00% | −72−18.0% | Reduced |
| Future Financial Wealth Managment LLC | 333 | $132.5K | 0.10% | +333 | New |
| Trust Co | 337 | $134.0K | 0.02% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 340 | $135.2K | 0.07% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 357 | $141.9K | 0.01% | +1+0.3% | Added |
| CoreFirst Bank & Trust | 370 | $147.2K | 0.09% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 371 | $147.5K | 0.02% | +2+0.5% | Added |
| Exchange Traded Concepts, LLC | 371 | $147.6K | 0.00% | +371 | New |
| 1832 Asset Management L.P. | 375 | $149.2K | 0.00% | −150−28.6% | Reduced |
| Winch Advisory Services, LLC | 385 | $153.2K | 0.05% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 386 | $153.9K | 0.01% | 00.0% | Unchanged |
| Rogco, LP | 387 | $153.9K | 0.06% | +387 | New |
| Oakworth Capital, Inc. | 390 | $155.1K | 0.01% | −154−28.3% | Reduced |
| Vima LLC | 468 | $155.8K | 0.18% | −49−9.5% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 392 | $155.8K | 0.06% | +2+0.5% | Added |
| Ameritas Investment Partners, Inc. | 401 | $159.4K | 0.01% | +1+0.3% | Added |
| Tyler-Stone Wealth Management | 410 | $163.0K | 0.07% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 410 | $163.2K | 0.11% | +2+0.5% | Added |
| Trifecta Capital Advisors, LLC | 417 | $165.9K | 0.04% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 421 | $167.5K | 0.07% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 435 | $173.0K | 0.01% | −58−11.8% | Reduced |
| HM Payson & Co | 440 | $175.0K | 0.00% | +80+22.2% | Added |
| BlackRock Inc. | 450 | $179.0K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 462 | $183.9K | 0.07% | −28−5.7% | Reduced |
| Glass Jacobson Investment Advisors llc | 465 | $185.0K | 0.07% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 473 | $188.1K | 0.03% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 482 | $191.7K | 0.00% | +24+5.2% | Added |
| Insight Financial Services | 491 | $195.3K | 0.17% | 00.0% | Unchanged |
| LFA - Lugano Financial Advisors SA | 500 | $198.9K | 0.14% | +500 | New |
| First Bank & Trust | 504 | $200.5K | 0.04% | +504 | New |
| Sound Income Strategies, LLC | 505 | $200.9K | 0.02% | +266+111.3% | Added |
| Principle Wealth Partners LLC | 505 | $200.9K | 0.02% | +505 | New |
| Vanguard Group Inc | 509 | $202.6K | 0.00% | +509 | New |
| LifeSteps Financial, Inc. | 510 | $202.9K | 0.15% | +510 | New |
| Capital Asset Advisory Services LLC | 525 | $204.1K | 0.01% | +525 | New |
| Bank Julius Baer & Co. Ltd, Zurich | 515 | $204.8K | 0.00% | 00.0% | Unchanged |
| Fortis Capital Advisors, LLC | 517 | $205.6K | 0.09% | +517 | New |
| MTM Investment Management, LLC | 519 | $206.4K | 0.09% | +519 | New |
| Bank of Nova Scotia | 520 | $206.9K | 0.00% | +520 | New |
| Baugh & Associates, LLC | 520 | $207.0K | 0.11% | +520 | New |
| MWA Asset Management | 521 | $207.3K | 0.15% | −42−7.5% | Reduced |
| Rockland Trust Co | 525 | $208.8K | 0.01% | +525 | New |
| Accredited Investors Inc. | 528 | $210.0K | 0.01% | +528 | New |
| Aire Advisors, LLC | 527 | $210.1K | 0.05% | +527 | New |
| Cottage Street Advisors LLC | 528 | $210.2K | 0.13% | +528 | New |
| Donaldson Capital Management, LLC | 529 | $210.4K | 0.01% | −398−42.9% | Reduced |
| Boyd Watterson Asset Management LLC | 533 | $212.0K | 0.08% | 00.0% | Unchanged |
| Sandy Cove Advisors, LLC | 535 | $212.6K | 0.10% | +2+0.4% | Added |
| Dorchester Wealth Management Co | 535 | $212.8K | 0.04% | −9−1.7% | Reduced |
| Commonwealth Retirement Investments LLC | 538 | $214.0K | 0.10% | 00.0% | Unchanged |
| Roman Butler Fullerton & Co | 561 | $214.5K | 0.08% | −1,777−76.0% | Reduced |
| Slagle Financial, LLC | 545 | $216.8K | 0.12% | −565−50.9% | Reduced |
| Tyche Wealth Partners LLC | 546 | $217.0K | 0.05% | −121−18.1% | Reduced |
| Rodgers & Associates, LTD | 548 | $218.0K | 0.03% | −200−26.7% | Reduced |
| SageView Advisory Group, LLC | 3,041 | $218.1K | 0.01% | +1,868+159.2% | Added |
| Moisand Fitzgerald Tamayo, LLC | 549 | $218.4K | 0.03% | −25−4.4% | Reduced |
| Nicholas Hoffman & Company, LLC. | 550 | $218.8K | 0.01% | −17−3.0% | Reduced |
| Fayez Sarofim & Co | 550 | $218.8K | 0.00% | 00.0% | Unchanged |
| Nikulski Financial, Inc. | 552 | $219.6K | 0.07% | 00.0% | Unchanged |
| Inspire Advisors, LLC | 553 | $220.0K | 0.03% | −226−29.0% | Reduced |
| Partners in Financial Planning | 554 | $220.3K | 0.05% | +2+0.4% | Added |
| Adamsbrown Wealth Consultants LLC | 557 | $221.4K | 0.09% | 00.0% | Unchanged |
| Integrity Wealth Solutions LLC | 557 | $222.1K | 0.15% | +557 | New |
| Activest Wealth Management | 559 | $222.5K | 0.11% | +1+0.2% | Added |
| Y.D. More Investments Ltd | 562 | $223.5K | 0.04% | −52−8.5% | Reduced |
| OneAscent Financial Services LLC | 563 | $224.0K | 0.02% | +563 | New |
| Maltin Wealth Management, Inc. | 564 | $224.2K | 0.13% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 565 | $224.7K | 0.05% | 00.0% | Unchanged |
| SFMG, LLC | 566 | $225.0K | 0.02% | −100−15.0% | Reduced |
| Coastal Investment Advisors, Inc. | 567 | $225.5K | 0.05% | +5+0.9% | Added |
| Delta Financial Group, Inc. | 568 | $226.0K | 0.07% | +29+5.4% | Added |
| Garden State Investment Advisory Services LLC | 570 | $227.0K | 0.08% | +1+0.2% | Added |
| Mystic Asset Management, Inc. | 571 | $227.1K | 0.09% | 00.0% | Unchanged |
| Kavar Capital Partners Group, LLC | 575 | $228.7K | 0.04% | −575−50.0% | Reduced |
| Gibson Capital, LLC | 575 | $228.7K | 0.05% | −25−4.2% | Reduced |
| Atlantic Private Wealth, LLC | 576 | $229.0K | 0.19% | −359−38.4% | Reduced |
| NRI Wealth Management LC | 580 | $230.7K | 0.19% | −56−8.8% | Reduced |